Anthony Coiro is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. His prior roles include positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. He holds Series 63 and Series 65 licenses. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering a range of investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Donald Didonato is a financial advisor with PNC Wealth Management, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies managed by PNC or third parties and executed with mutual funds and ETFs.

Stephen Conk is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Principal Securities Inc. since 2013. Outside of his advisory role, he is involved in health, life, disability, and supplemental insurance brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jason Vaglio is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63, 65, and 66 credentials and bringing 22 years of industry experience. His prior roles include tenures at Sterling National Bank/Webster Bank, LPL Financial, and Capital One Financial Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs and brokerage and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Knitwanza Drayton is a CFP® professional with 22 years of industry experience, currently affiliated with Citizens Securities, Inc. She has held positions at several firms including Charles Schwab, TD Ameritrade, and New York Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program managed with proprietary algorithms as well as a separate Managed Account program.

Jason Korff is a Series 66-registered advisor with PNC Wealth Management, where he has worked since 2004. He has 24 years of industry experience and is based in Berwyn, PA. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered on an invitation-only basis to employees. The firm uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Stephen Koons is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Equitable Advisors LLC, Ameriprise, and The Vanguard Group, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a proprietary digital advisory program that uses algorithm-driven, ETF-based portfolios.

Nicole Kruman is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. She has worked at Janney Montgomery Scott since 2022 and previously spent 15 years at Bank of New York Mellon. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Patricia Mcdonald is a Series 66-credentialed financial advisor at Janney Montgomery Scott with 15 years of industry experience. She has been with Janney Montgomery Scott and its predecessor entity since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Connor Alcarese is a financial advisor at Janney Montgomery Scott with a Series 66 designation and no prior industry experience. He has been with Janney Montgomery Scott since 2022. Outside of his advisory role, he has experience working at Dewey Beer Co and has been involved in various roles during his education at James Madison University and Salesianum School. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through both in-house and third-party portfolio management.

Paul Lofurno is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds the Series 63 designation and has worked at Janney since 2021, following five years at Wells Fargo Clearing. Based in Philadelphia, PA, his background includes roles at major financial firms. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

David Hallam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior roles include positions at Wipfli Financial Advisors and The Vanguard Group. Outside of finance, he works as a bartender at Kennett Brewing Company in Pennsylvania. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by an array of advisory and fiduciary services.

Qazi Halim is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank and JP Morgan Securities, LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and also conducts commission-based brokerage and non-discretionary business.

Justin Wermuth is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he served four years in the United States Army. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

James Fernberger is a financial advisor at William Blair with Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024. Fernberger serves as an advisory board member for Legacy Youth Tennis and Education and the Philadelphia Sports Congress, and he is an ambassador on the advisory board for The Barnes Foundation. William Blair’s Private Wealth Management division serves high-net-worth individuals, foundations, pensions, and corporate clients with active, research-driven investment management and financial planning. The firm offers proprietary model portfolios, access to private funds, and co-investment opportunities through various platform and sub-advisory arrangements.

Thomas Minger Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Putnam Retail Management. In addition to his advisory role, he owns a transport and hauling business and operates insurance brokerages under 1847 Financial and Tusk Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and works with third-party asset managers to provide both discretionary and non-discretionary investment solutions.

William Farrell Jr. is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Janney Montgomery Scott LLC since 2010. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Corinne Vanderipe is a CFP® professional with three years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Zeke Capital and spent twelve years at Tiedemann Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Anthony Juliano is a CFP®-certified financial advisor at &PARTNERS with seven years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for six years and BlackTree Healthcare Consulting for two years. Juliano is based in Wilmington, Delaware. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Christopher Scarlata is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at The Vanguard Group, Prudential Insurance Company of America, and TIAA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms for ETF-based portfolios and a Managed Account program.